Personal Investment Evaluation Form

Investor Interview

Client Name(s):
Client E-mail:
Home Phone:
Cell Phone:
Current Street Address:
Zip Code:

Do you have a spouse? yesno
Do you have children? yesno If so, How many?

Are you currently working with a real estate agent? yesno

PART I: Investor Goals Questions

1. What are your specific reasons for investing in real estate?

2. What are your specific goals for the property as an investment? You may choose to include personal information.

Part II: Investor Type Questions

1. Have you purchased residential property before?


2. How many times have you purchased residential property?

Never1 time2 times3 timesMore than 3 times

3. Do you own a vacation home?


4. Have you ever rented out your primary residence?


5. Have you ever purchased a residential property as an investment?


6. How many residential investment purchases have you made?

None123More than 3 times

7. How many residential investment properties do you currently own?

None123More than 3 times

8. How often do you purchase residential investment properties?

Never (only primary residence purchases)Once every 7 years or moreOnce every 3 yearsOnce a yearMore than once a year

9. Have you ever bought property needing significant repairs or improvements?


PART 2: Investor DNA Questions


10. Where would you like to buy?

11. What is your strategy for the property as an investment (select all that apply)?

Cash flowRehab & resellAppreciation (equity)RetirementBuild equity to re-leverageOther (notes)

12. What type of property do you intend to purchase?

CondoSingle family detachedDuplexTriplexFourplex

13. How long do you plan to hold the property?

Less than 6 months6 months to 3 years3-10 years10+years

14. What are your short-term investment goals?

Immediate cash flowEventual cash flowEquity/appreciationReselling for profit

15. What are your long-tem investment goals?

Cash flowEquity/appreciationRetirement assetRe-leveraging or multiple properties


16. How much cash flow do you need to see in the first year?

Not a considerationLess than $1,000Less than $3,000$3,000 or more

17. What is your required return on investment in the first year?

1-5%5-10%10-20%20% or more

18. Do you have a specific timetable for closing on or reselling a property?


Within 180 days180 days to a year from today1-2 years from todayNo


Less than 1 month from closingLess than 3 months from closingLess than 6 months from closingWithin a year of closing1-3 years3-10 years10+yearsNo


19. Are you comfortable buying properties needing maintenance and repairs?

NoYes, but only if minor (under $1,000)Yes, but only if limited (under $5,000)Yes

20. How much do you plan to put down on your investment purchase?


20%25%30%35%40%50%60+%Plan to purchase all cash


Less than $10,000$10,000-$20,000$20,000-$30,000$30,000-$40,000$40,000-$50,000$50,000-$75,000$75,000-$100,000More than $100,000

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